PFS INVESTMENTS INC. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
PFS INVESTMENTS INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$15,795,000
-19.3%
420,196
-19.5%
0.61%
-27.5%
Q3 2019$19,582,000
+9.4%
521,777
+7.4%
0.84%
+3.8%
Q2 2019$17,899,000
+30.0%
485,738
+29.0%
0.81%
+18.6%
Q1 2019$13,765,000
+7.2%
376,611
+3.1%
0.68%
-13.1%
Q4 2018$12,845,000
+27.2%
365,136
+34.3%
0.79%
+12.0%
Q3 2018$10,095,000
+8.8%
271,874
+11.4%
0.70%
-10.7%
Q2 2018$9,275,000
+37.1%
244,150
+34.1%
0.79%
-2.4%
Q1 2018$6,766,000
+59.2%
182,034
+60.9%
0.80%
+1.1%
Q4 2017$4,251,000113,1320.80%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders